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The SOP record list view provides easy access to all of the SOP records in TeamConnect without having to search for them. SOP records are grouped into collections that let you view related records, such as the Recently Viewed collection, which contains the last 30 records that you opened and viewed.

 

The following default SOP collections appear in the left pane:

Recently Viewed—Lists the last 30 SOP records that you opened and viewed. You cannot delete this collection link or change its order. It is always the first collection listed in the left pane.

Pending SOPs—Lists all SOP records in the Intake phase.

All SOPs—Lists all SOP records in any phase.

SOPs with Retrieval Errors—Lists all SOP records that were retrieved but contain minor errors.

SOPs with Conversion Errors—Lists all SOP records that encountered errors during matter creation. These errors are recorded in the System Comments field.

In addition to the default collections, there may be other collections to which you can subscribe. When you subscribe to a collection, its link appears in the collection list and you have access to its contents. You can also change the order in which your collections are listed and remove collections that you no longer need.